Credit Memos (Forms)

Sage 50 provides the following predefined credit memo forms:

• Credit Memo Continuous: This credit memo can be printed on plain paper and prints faster than other plain-paper forms.
• Credit Memo: Use this credit memo with plain paper. Ideal for laser printers.

1. Select Forms from the Reports & Forms menu. Then select Credit Memos.
2. The Select a Report or Form window will open with the Forms tab shown.
3. Select the credit memo form you want to print from the Forms list.
4. Click the Preview and Print button located below the sample image of the form.
5. The Preview and Print Credit Memos filter screen will open.

6. Make your filter selections and click the Print/Email button to print the form.

   Note: Click Refresh List after opening the filter screen to see the information in the selection grid. Also, be sure to click Refresh List after making any filter selections to see the updated information in the grid. When you click Print/Email, forms will print based on the current filter selection criteria regardless of what you may have previously selected in the grid.

You can also print credit memos from the Credit Memos task screen. How do I printing forms from task windows?

On the Print/Email tab, you can select the criteria you want to use to print (or email) the form and use the filter options to refine the results in the selection grid.

Refresh List: Click to refresh the selection grid. You must click this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.

Selection Grid: This grid shows all of the credit memos that meet the filter selection criteria. Select the credit memos that you want to print from this grid. All of the credit memos are selected by default. You can manually select and deselect the credit memos in the grid. You can also use the All and None links above the grid to select all of the credit memos or to deselect all of the credit memos in the grid. You can change the sorting of the credit memos in the grid by clicking on the heading of the column that you want to use to sort the credit memos. The grid may contain links in the Amount or Number fields. If so, you can click on these links to open the actual credit memos.

Credit memos to print/email:

Unprinted Credit Memos: Select this option if you want to print credit memos that have not been printed yet.

through: This date selection only appears when you have selected to print unprinted credit memos. Unprinted credit memos with dates later than the date entered here will not print.

Number the first credit memo: Enter the credit memo number to start with when printing unprinted credit memos.

Printed Credit Memos: Select this option if you want to print credit memos that have been printed before. If you use this option, you must specify if you want to select a range of credit memo numbers to print or print all credit memos that have been printed before.

Reprint: Select to print a range of credit memos or to print all credit memos that have been printed before. If you have selected to print a range of credit memos, you will need to enter the first and last credit memo number of the range that you want to reprint. If you only want to print one credit memo, select to print a range of credit memos and then enter that credit memo number as both the first and last credit memo numbers of the range.

Use this form: Select the form you want to print.

Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.

Filter customers by: This allows you to further specify the credit memos that you want to print.

Customer ID: If you want to print credit memos for a particular customer or range of customers, enter the customer IDs here. If you want to filter for one customer, enter that customer's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by customer ID.

Type: If you want to print credit memos for a particular customer type or a range of customer types, select Range and then enter the customer types in the From and To boxes. If you want to filter for one type of customer, enter that type in both the From and To boxes. Customer types are specified for each customer on the Maintain Customers window. Select All if you do not want to filter by customer type.

Delivery Method: This filter option allows you to select credit memos to print based on the customer's form delivery method. You can choose print only, email only, or both print and email. Delivery methods are specified for each customer on the Sales Info tab of the Maintain Customers window.

Select the Print Setup tab to assign the default printer for this form and set the page margins. The file name for the form is also shown on this tab. There is an Align button that you can click if you need to adjust the alignment of the form. Tell me more about print setup.

Select the Email Options tab to set options that determine what to do when printing forms for customers set up to receive email. Tell me more about email options.